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Dimensional US Core Equity Market ETF
DFAU

463 hedge funds and large institutions have $7.88B invested in Dimensional US Core Equity Market ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,192.3% more ownership

Funds ownership: 63.21% → 1,255.5% (+1,192%)

469% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 16

92% more capital invested

Capital invested by funds: $4.11B → $7.88B (+$3.77B)

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

69% more call options, than puts

Call options by funds: $27K | Put options by funds: $16K

32% more funds holding in top 10

Funds holding in top 10: 73 → 96 (+23)

17% more funds holding

Funds holding: 396 → 463 (+67)

Holders
463
Holders Change
+67
Holders Change %
+16.92%
% of All Funds
6.1%
Holding in Top 10
96
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+31.51%
% of All Funds
1.26%
New
91
Increased
203
Reduced
118
Closed
16
Calls
$27K
Puts
$16K
Net Calls
+$11K
Net Calls Change
+$9K

Top Buyers

1
EFP
Elser Financial Planning
Indiana
+$80.9B
2
EP
Essential Planning
New Hampshire
+$3.13B
3
HIF
Hill Island Financial
Michigan
+$47.7M
4
SMM
Stadion Money Management
Georgia
+$38.2M
5
OIA
OneDigital Investment Advisors
Kansas
+$24.8M

Top Sellers

1
SFG
Sterling Financial Group
California
-$22M
2
WANY
Wealthspire Advisors (New York)
New York
-$18M
3
BA
BCM Advisors
Louisiana
-$10.4M
4
SFS
Sowell Financial Services
Arkansas
-$7.96M
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
201
Ancora Advisors
Ohio
$2.92M +$1.89M +46,311 +180%
EFL
202
ERn Financial LLC
Wisconsin
$2.91M -$159K -3,882 -5%
MCA
203
Magnolia Capital Advisors
Mississippi
$2.89M +$915K +22,385 +46%
HWA
204
HMV Wealth Advisors
Louisiana
$2.85M +$2.87M +70,342 New
MOS
205
MGO One Seven
Ohio
$2.75M -$9.31K -228 -0.3%
MWM
206
Meritas Wealth Management
California
$2.74M – – –
PFG
207
Pinnacle Financial Group
Illinois
$2.73M +$74.6K +1,827 +3%
MSWMA
208
Market Street Wealth Management Advisors
Indiana
$2.7M +$30.6K +749 +1%
BSSFA
209
Baron Silver Stevens Financial Advisors
Florida
$2.65M +$749K +18,332 +39%
CA
210
Clune & Associates
Illinois
$2.55M +$2.58M +63,072 New
RFP
211
RCS Financial Planning
Maryland
$2.48M -$101K -2,472 -4%
TLA
212
Tanglewood Legacy Advisors
Texas
$2.36M – – –
RCAG
213
Rehmann Capital Advisory Group
Michigan
$2.36M -$2.05M -50,195 -46%
FCBT
214
First Citizens Bank & Trust
North Carolina
$2.28M – – –
RGF
215
Retirement Guys Formula
Ohio
$2.27M -$226K -5,535 -9%
AQR Capital Management
216
AQR Capital Management
Connecticut
$2.27M +$1.69M +41,446 +285%
IC
217
IEQ Capital
California
$2.23M +$5.11K +125 +0.2%
MFGM
218
Marshall Financial Group (Maryland)
Maryland
$2.21M -$176K -4,308 -7%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$2.19M +$2.21M +53,981 New
CFA
220
Cahill Financial Advisors
Minnesota
$2.16M – – –
LI
221
LRI Investments
Florida
$2.16M -$17.9K -438 -0.8%
KIG
222
Kennedy Investment Group
New Jersey
$2.15M +$553K +13,544 +34%
NA
223
NewEdge Advisors
Louisiana
$2.15M +$369K +9,041 +21%
CPA
224
Capital Performance Advisors
California
$2.14M – – –
SPA
225
Shore Point Advisors
New Jersey
$2.14M +$148K +3,618 +7%
7 8
9
10 11

DFAU Hedge Fund Activity: Q4 2024 in Review

463 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q4 2024, worth a combined $7.88B — up 92% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAU positions and 16 closed out — a net gain of 75 holders — while 203 added to existing stakes and 118 trimmed.

The largest buyer was Elser Financial Planning, opening a new position worth an estimated $80.9B. The largest seller was Sterling Financial Group, cutting an estimated $22M.

  • 463 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q4 2024, up from 396 in Q3 2024.
  • Funds reported $7.88B of Dimensional US Core Equity Market ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 91 funds opened new Dimensional US Core Equity Market ETF positions in Q4 2024 and 16 closed out, a net change of +75 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $80.9B added.
  • The largest Dimensional US Core Equity Market ETF seller in Q4 2024 was Sterling Financial Group, an estimated $22M sold.

Based on aggregated 13F filings for Q4 2024.